Understanding how automations work is critical to keeping campaigns running smoothly. While you don’t need to build automations, you must know how they function, when they trigger, and what actions to take when updates are required. This will help you maintain accuracy in the system and ensure no lead gets stuck in the process.
How Automations Work & What They Do Behind the Scenes
Every campaign is slightly different, but automations in GHL (Go High Level) are designed to streamline outreach, follow-ups, and task management. These automations either send emails automatically or schedule reminders for you or the sales team to take action.
- Automations ensure a consistent buyer’s journey, guiding prospects through the sales funnel.
- Understanding all the messages and outreach sequences helps you see the complete sales process from the prospect’s perspective.
- When working on a campaign, review the automation flow so you understand how leads are being nurtured.
What Data Triggers Which Automation & When
Knowing what triggers automations is key to ensuring leads are categorized and engaged properly. The three main triggers in GHL are:
- Form Submissions – When a prospect fills out a form, an automation is triggered to follow up with relevant emails, tasks, or appointment scheduling.
- Tagging a Contact – Adding a specific tag to a lead (e.g., “Hot Lead”) can move them into a different automation sequence.
- Prospect Actions – Certain actions, such as downloading a resource, completing a survey, or registering for an event, will trigger automations based on the campaign setup.
Each campaign may use different triggers. For example:
- Downloads, Surveys, and Registrations automatically initiate follow-up sequences.
- Appointment scheduling triggers reminders and pre-meeting emails.
- LinkedIn engagement must be updated manually in GHL to trigger the correct automations.
Why This Matters
If automations aren’t triggered correctly, leads can fall through the cracks, receive the wrong communication, or miss important follow-ups. Your role is to ensure that:
- Leads are correctly tagged in GHL so automations work as intended.
- You manually update LinkedIn-engaged prospects in GHL to keep them in the correct workflow.
- The sales team is aware of leads that need manual follow-ups instead of automated messaging.
Key Outcome: By the end of this module, you’ll understand how GHL CRM automations work, when to trigger them, and how to manage data without disrupting the automation flow.
